Client Services Associate
F.N.B. Corporation · Pittsburgh, PA · 1 wk ago
Customer ServiceFull-time
Primary Office Location
626 Washington Place
Pittsburgh, Pennsylvania
15219
Primary Responsibilities
- Serve as an additional point of contact for high-net-worth clients.
- Proactively manage client communications, ensuring timely responses and follow-ups.
- Cook up with sales team to prepare for client meetings, including compiling reports and documentation.
- Perform front office transaction processing, research and maintenance for the regional book of business.
- Review and act on daily activity and work queues.
- Monitor and resolve service issues, often involving coordination with internal departments (e.g., compliance, operations).
- Prepare reports as needed for sales team members and upper management and help to coordinate client events.
- Perform other related duties and projects as assigned.
Skills Required
- Excellent customer service skills
- Excellent communication skills, both written and verbal
- Excellent organizational, analytical and interpersonal skills
- Ability to use general office equipment
- Ability to use a personal computer and job-related software
- MS Word - Basic Level
- MS Excel - Intermediate Level
- MS PowerPoint - Basic Level
- Private Banking - Experience with bank consumer, commercial products and operations and government banking regulations
- Wealth Management - Experience in trust accounting systems, and knowledge of banking and trust policies and procedures
Minimum Level of Education and Experience
- High School or GED
- 3 years of job related experience
Physical Requirements or Work Conditions
N/A